Founders Capital Management (Texas)’s Weingarten Realty Investors WRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,300
| Closed | -$234K | – | 337 |
|
|
2021
Q2 | $234K | Hold |
7,300
| – | – | 0.15% | 56 |
|
|
2021
Q1 | $196K | Sell |
7,300
-8,001
| -52% | -$215K | 0.14% | 51 |
|
|
2020
Q4 | $273K | Buy |
+15,301
| New | +$273K | 0.19% | 45 |
|
|
2020
Q1 | $115K | Hold |
8,001
| – | – | 0.12% | 59 |
|
|
2019
Q4 | $250K | Sell |
8,001
-500
| -6% | -$15.6K | 0.19% | 45 |
|
|
2019
Q3 | $248K | Buy |
8,501
+1,950
| +30% | +$56.9K | 0.2% | 49 |
|
|
2019
Q2 | $180K | Hold |
6,551
| – | – | 0.16% | 58 |
|
|
2019
Q1 | $192K | Hold |
6,551
| – | – | 0.18% | 56 |
|
|
2018
Q4 | $163K | Sell |
6,551
-152
| -2% | -$3.78K | 0.17% | 60 |
|
|
2018
Q3 | $199K | Hold |
6,703
| – | – | 0.16% | 63 |
|
|
2018
Q2 | $207K | Buy |
6,703
+200
| +3% | +$6.18K | 0.18% | 63 |
|
|
2018
Q1 | $183K | Buy |
6,503
+1,000
| +18% | +$28.1K | 0.15% | 75 |
|
|
2017
Q4 | $181K | Hold |
5,503
| – | – | 0.15% | 80 |
|
|
2017
Q3 | $175K | Buy |
5,503
+640
| +13% | +$20.4K | 0.15% | 83 |
|
|
2017
Q2 | $146K | Buy |
4,863
+660
| +16% | +$19.8K | 0.13% | 88 |
|
|
2017
Q1 | $140K | Buy |
+4,203
| New | +$140K | 0.13% | 90 |
|